Use global search

Search companies, contacts, news, jobs, and tasks from any page using the header search bar.

RL

RUBINLAKE Team

Updated: Jun 13, 2026

Global search sits at the top of every authenticated page. It is the fastest way to jump to a company, contact, or news item without opening a submenu first.

How to use it

  1. Click the search field in the header or press Ctrl+K (Windows/Linux) or Cmd+K (macOS).
  2. Type a company name, contact name, keyword, or other query.
  3. Review matching results for companies, people, news, jobs, and tasks.
  4. Select a result to open the profile or page.

Recent searches appear as you type, so you can return to earlier queries quickly.

Global search vs. Find menu

Use global search when… Use Find menu when…
You know a name or keyword You want to build a filtered result set
You need a quick jump You are researching a market segment
You are on any page You need company, people, or news filters

Tips

  • Start the product tour from Account if you want a guided introduction to global search.
  • After finding good matches, follow companies, save contacts, or add records to lists for follow-up work.

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